Position in CBRE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,361,581
+$840,331 QoQ
Shares Held
10,109
+162.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#506
of 1,064 holders
Holding Since
Jun 2022
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CBRE Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $3,083,728 across 27 Real Estate Services names. CBRE ranks #1 (44.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
This page
|
10,109 | $1,361,581 | |
| 2 | COMP |
Compass, Inc.
|
51,564 | $635,784 | |
| 3 | CSGP |
Costar Group, Inc.
|
15,871 | $449,466 | |
| 4 | ASPS |
Altisource Portfolio Solutions S.A.
|
85,013 | $209,272 | |
| 5 | JLL |
Jones Lang Lasalle Inc
|
430 | $133,278 | |
| 6 | MMI |
Marcus & Millichap, Inc.
|
2,729 | $85,062 | |
| 7 | OPEN |
Opendoor Technologies Inc.
|
11,354 | $47,471 | |
| 8 | CHCI |
Comstock Holding Companies, Inc.
|
2,797 | $44,724 |
All Filings in CBRE
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,361,581 | 10,109 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $521,250 | 3,848 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $257,746 | 1,603 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $470,946 | 2,989 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $257,400 | 1,837 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $398,617 | 3,048 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $438,902 | 3,343 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $208,379 | 1,674 | Shares | Other | 2024-11-14 | |
| 2022-12-31 | $531,639 | 6,908 | Shares | Other | 2023-02-13 | |
| 2022-06-30 | $320,865 | 4,359 | Shares | Other | 2022-08-08 | |
| No filing history on record for this holder in this stock. | ||||||